Virtuent Wealth Management Group of Wells Fargo Advisors

After two years of uneven market performance, will 2024 finally bring a change? Get insights for the coming year, and contact me to help plan your strategy.

Read the 2024 Outlook: A Pivotal Year for the Economy and Markets sites.wf.com

Wells Fargo Investment Institute's new Municipal Market Update provides perspective and guidance for investors given historically strong fourth-quarter returns.

Municipal Market Update: November rally continues holiday season tradition saf.wellsfargoadvisors.com

Performance, volatility, and diversification — read Wells Fargo Investment Institute's new report, "Why own stocks", to find out what long-term investors should know about these three key elements of equity investments.

Why own stocks saf.wellsfargoadvisors.com

With the elections nearly a year away, we prefer to focus on key campaign issues that have bipartisan support. Learn more in our special report.

Campaign 2024: Political issues with staying power saf.wellsfargoadvisors.com

While our strategists updated their forecasts for stock indexes and interest rates for 2024, their guidance remains the same: Stay defensive and oriented toward quality.

Global Investment Strategy team — Institute Alert: Adjusting our 2024 targets and fixed-income guidance saf.wellsfargoadvisors.com

Three large fiscal packages — IIJA, IRA, and CHIPS — are influencing investment activity in the U.S. WFII's new report addresses implications for investors, including insights on the sectors and sub-sectors it expects to experience a positive impact.

Key impacts of infrastructure investment www.wellsfargoadvisors.com

With a government shutdown looming, Wells Fargo Investment Institute is guiding investors to stay defensive and focus on quality.

Institute Alert: A déjà vu moment for the federal budget saf.wellsfargoadvisors.com

The FOMC kept the federal funds rate unchanged at 5.25% – 5.50%. We share insight on the reasoning and more on the Fed's current plans:

FOMC Meeting: Key Takeaways saf.wellsfargoadvisors.com

Financial markets are deliberating economic and policy implications of a potential government shutdown as the November 17 deadline approaches.

Implications of a government shutdown showdown saf.wellsfargoadvisors.com

How close is the U.S. to launching its own form of digital currency? Our new special report examines the pros and cons of central bank digital currencies and how they might work.

Special Report: Central bank digital currencies and the future of money saf.wellsfargoadvisors.com

Wells Fargo Investment Institute believes AI in general has the potential to transform broad swaths of the economy outside of the software industry and its new report discusses implications for investors.

The ascent of generative AI — What investors should know www.wellsfargoadvisors.com

The narrowness of year-to-date equity returns fueled by artificial intelligence has been stunning.

Chart of the Week: Seven mega cap stocks continue to drive S&P 500 returns saf.wellsfargoadvisors.com

With consumer spending expected to stumble and credit harder to get and more expensive, we recommend that investors take a more defensive approach in portfolio allocations.

Market Commentary from Scott Wren: Credit and the American economy saf.wellsfargoadvisors.com

Congress passed an 11th-hour bill to keep the government open until mid-November. Our strategy team breaks down the agreement and what it may mean for markets.

Investment Strategy from Paul Christopher, Jennifer Timmerman and Gary Schlossberg: Congress dodges the shutdown, for now saf.wellsfargoadvisors.com

Given our outlook for the economy in coming quarters, we believe investors will need to be selective when choosing high-yield portfolio exposure. Scott Wren explains.

Market Commentary from Scott Wren: High yield thoughts saf.wellsfargoadvisors.com

In 2023, we have favored high-quality equities over low-quality equities.

Chart of the Week: A quality bias in 2023 hasn't meant sacrificing returns saf.wellsfargoadvisors.com

We have held an unfavorable rating on Emerging Market Equities for nearly two years. Is now the time to take that tilt off the table? Let's discuss.

Investment Strategy from Austin Pickle: Peak China pessimism? saf.wellsfargoadvisors.com

creates opportunities – be ready when opportunity is presented.

Market Commentary from Scott Wren: Volatility and opportunity saf.wellsfargoadvisors.com

Markets can be volatile in the short term, but historically, the potential for loss is diminished as market cycles evolve.

Chart of the Week: How asset allocation can put time on your side saf.wellsfargoadvisors.com

Perpetual funds provide flexibility for private capital investing and have gained traction among retail investors.

Investment Strategy from Chao Ma and Sam Lombardo: Private capital improves accessibility saf.wellsfargoadvisors.com

Another budget impasse is leaving the federal government on track for a shutdown at the start of the fourth quarter.

Institute Alert: What a looming government shutdown means for investors | Global Investment Strategy saf.wellsfargoadvisors.com

Sometimes the equity market reacts to economic news differently than many investors might expect, such as the week of August 28 – September 1. What does this mean for investors?

Market Commentary from Scott Wren: Hope for good, but not great saf.wellsfargoadvisors.com

Although the market is rapidly growing, keep in mind there are several evolving risks that investors need to understand.

Chart of the Week: Generative AI — Potential for growth and evolving risks saf.wellsfargoadvisors.com

Determining and adhering to a risk tolerance level that aligns with investment goals and time horizon can help lead to long-term financial success.

Investment Strategy from Michael Taylor: Reassessing risk tolerance saf.wellsfargoadvisors.com

Global "de-dollarization" periodically dominates headlines. What should investors know?

The U.S. dollar's future as the world's reserve currency saf.wellsfargoadvisors.com

Keep in mind that in the latter stages of an economic cycle, it is typical for investors to be concerned over numerous issues, most of them centering around inflation and the Federal Reserve.

Market Commentary from Scott Wren: A few simple concepts saf.wellsfargoadvisors.com

Real cash yields have moved into positive territory. However, increasing cash holdings may have unintended consequences.

Chart of the Week: The case for Industrials as we lighten up on Energy saf.wellsfargoadvisors.com

Although the U.S. high-yield bond market has shown strength, not all is equal within the sector. Read more in this week's Investment Strategy report.

Investment Strategy from Luis Alvarado and Eric Jasso: Resilience of the high-yield bond market saf.wellsfargoadvisors.com

What should investors know after last week's Jackson Hole symposium?

Market Commentary from Scott Wren: Sticking to the script saf.wellsfargoadvisors.com